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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (40380)	12/3/2010 3:16:28 PM
From: Grantcw	Respond to of 78860

Re: SVU - I guess it could go bankrupt, but I feel pretty comfortable with them finding a way to keep things going given their cash flow & real estate. And as seemingly the least diversified person on the value thread (maybe just my perception, and maybe Madharry has me beat. :) ), I'm not diving into this one with a 5% position. Just 2% for now, but I will add if we keep going down. Thanks, cwillyg

To: Paul Senior who wrote (40380)	12/13/2010 9:46:55 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78860

I'll average up a few more shares of oil stock Rosetta [t]ROSE[/t]. A glowing article in current Barron's. (Which sometimes indicates the top for the stock is near.) "At $35, it's selling comfortably below a current net asset value of $40 to $45, which by no means fully reflects the terrific potential of the Alberta Basin." I like ROSE for a triple play -- it's in Eagle Ford, Bakken (Alberta Basin), and Niobrara.